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My Primary Purpose

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Finding Your Fit

Deborah has been in the financial services business since 1984. One of her primary goals has always been to establish personalized and flexible analysis designed to personally address each individual, family or business she works with, and to meet with clients on a regular basis to gauge whether they are on track to address their objectives.

Client Centered

Everyone has different needs, therefore, she believes in personal touch. In her opinion, financial analysis is a process which is most effective when it involves an interactive relationship between financial executive and client, and, in which the client makes the final decision.

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